Filed August 28, 2025 (most recent of 5 filings on file)
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
SUNTRUST BANKS, INC.1+ years Filed as: BBANDT Service code 21 · EIN 56-1368984 | Bank Trustee | $87,044 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,538 | $74,498+20.2% | $94,224-5.0% | $59,188+51.3% |
| Participation rate | 54.0% | 76.8%-22.8pp | 78.8%-24.8pp | 69.4%-15.4pp |
| Annual return | 6.63% | 2.76%+3.9pp | 10.68%-4.1pp | 5.51%+1.1pp |
| Employer contribution / active EE | $1,045 | $2,077-49.7% | $3,587-70.9% | $2,098-50.2% |
| Participant deferral / active EE | $2,568 | $3,433-25.2% | $4,320-40.6% | $3,265-21.3% |
| Admin fee / account holder | $141 | $103+37.3% | $6,269-97.7% | $92+53.2% |